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Margaret Elizabeth Puzzello

Lincoln Financial Distributors, Inc.

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About Margaret Elizabeth Puzzello

Margaret Elizabeth Puzzello is a financial professional with experience in the industry. Margaret is currently registered with Lincoln Financial Distributors, Inc., a firm that is active in the BrokerCheck system. Margaret previously held positions with Lincoln Financial Advisors Corporation and Lincoln Financial Distributors, Inc., prior to joining her current firm. Margaret has passed the Investment Company Products/Variable Contracts Representative Examination and the Securities Industry Essentials Examination.

Firm Information

Margaret Puzzello is currently registered with Lincoln Financial Distributors, Inc.. Lincoln Financial Distributors, Inc. is a Corporation formed in August 1967. It is registered with the SEC and in all 50 states, as well as Puerto Rico. The firm has disclosed three regulatory events.

Not reported

Assets Under Management

Not reported

Total Clients

984

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Margaret Puzzello’s Registration & Firm History

IN

05/01/2024 - Present

Lincoln Financial Distributors, Inc. (FORT WAYNE IN)

IN

08/22/2023 - 05/01/2024

LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)

IN

10/15/2018 - 08/25/2023

LINCOLN FINANCIAL DISTRIBUTORS, INC. (FORT WAYNE IN)

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Licenses & Designations

BC

Issued 10/15/2018

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/04/2018

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Margaret Elizabeth Puzzello.
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